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JVMIX vs TRMIX
JVMIX vs TRMIX Comparison
Open Charts JVMIX vs TRMIX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
T. Rowe Price Mid-Cap Value I
Price$32.36
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets15.46B
JVMIX vs TRMIX Comparison Chart in %
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JVMIX vs. TRMIX commentary
Jul 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMIX is a StrongBuy and TRMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. TRMIX (15.5B). TRMIX pays higher dividends than JVMIX: TRMIX (1.43) vs JVMIX (0.78). JVMIX was incepted earlier than TRMIX: JVMIX (28 years) vs TRMIX (10 years). JVMIX (0.88) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than TRMIX: JVMIX (250000) vs TRMIX (500000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. TRMIX (-5.73). JVMIX return over 5 years is better than : 58.07 vs. TRMIX (31.30).
| JVMIX | TRMIX | JVMIX / TRMIX | |
| Total Expense Ratio | 0.87 | 0.71 | 123% |
| Annual Report Gross Expense Ratio | 0.88 | 0.71 | 124% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 9.314 | 1.633 | 570% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 15.5B | 149% |
| Annual Yield % from dividends | 0.78 | 1.43 | 54% |
| Returns for 1 year | 1.20 | -5.73 | -21% |
| Returns for 3 years | 21.47 | 7.90 | 272% |
| Returns for 5 years | 58.07 | 31.30 | 186% |
| Returns for 10 years | 50.28 | N/A | - |
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